As Senior Investment Analyst, Ahsan supports the investment management side of the business. He joined Our Family Office from Richardson Wealth, a Private Wealth Management firm servicing High Net Worth, Ultra High Net Worth and Institutional clients.
HIGHLIGHTS OF AHSAN’S CAREER TO DATE INCLUDE:
- Richardson Wealth: Ahsan was a member of the Managed Accounts desk where he executed model trades in Separately Managed Accounts (SMA’s) involving equities, fixed income instruments, ETFs, and mutual funds.
- Mackenzie Investments: Prior to joining Richardson Wealth, Ahsan managed broker set ups, market openings, proxy, and tax renewal documentation for Mackenzie’s fund administration wing.
PROFESSIONAL CREDENTIALS & QUALIFICATIONS:
- Bachelor of Arts degree from McGill University in Montreal, earning a major in Economics with a minor in Finance.
- Passed the Chartered Financial Analyst (CFA) Level 2 exam
Ahsan’s motto, inspired by his passion for tennis is: “It’s not over till the ball bounces twice.” Playing competitively for 14 years has instilled in him a persistent attitude which he embodies off the court while servicing clients’ investment portfolios.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?